On Demand Audio

Client Intake in Personal Injury Cases in New York

(298 reviews)

Produced on April 17, 2018

$ 89 Personal Injury and Negligence In Stock
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Course Information

Time 51m
Difficulty Beginner
Topics covered in this course: Personal Injury and Negligence

Course Description

In some ways, the first encounter with a potential client is the most important. First, just convincing a potential client to sign your retainer is a skill that involves preparation, confidence, sympathy, empathy, smarts, charm and maybe even a little luck. How can you refine your personal style to close the deal and sign up the client?  

Once the retainer is signed, your job has only just begun. During the intake, you will also lay the foundation of your case and begin preparing for the trial. It’s the time when the accident is most fresh in the mind of your client, and you have the opportunity to set the tone for the life of the case. This program, presented by Jeffrey M. Kimmel, one of New York’s leading civil trial attorneys, will explore and highlight the core aspects of the client intake process - including a simulation of portions of an actual client intake.  

Learning Objectives:

  1. Visualize how an intake should be conducted with an eye towards all future aspects of the case
  2. Review the key topics to cover during an intake to effectively prepare the client for what is to come
  3. Identify your personal style and strengths and prepare for your own successful intake
  4. Chart the course for an optimal outcome of the case

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .


Jeffrey M. Kimmel

Salenger, Sack, Kimmel & Bavaro, LLP

Jeffrey M. Kimmel is a partner in the Manhattan firm of Salenger, Sack, Kimmel & Bavaro, LLP. He is a proven, experienced trial attorney, successfully trying numerous complex personal injury and medical malpractice cases to verdict during his career. Mr. Kimmel has earned the highest ranking among attorneys by Martindale-Hubbell's Peer Review Ratings Service and was selected as one of New York City's "Ten Leaders" in Civil Trial and Personal Injury Law. He has been named to the prestigious Best Lawyers and New York Super Lawyers list in the personal injury and medical malpractice areas. Mr. Kimmel previously served as an Assistant District Attorney in Bronx County. He is a frequent lecturer on trial preparation, trial strategy and courtroom techniques. He has lectured to attorneys at Bar Associations as well as to students at local law schools, colleges and high schools. He serves as judge at Yale University's Mock Trial competition annually. Mr. Kimmel has also appeared on television as a legal analyst.

Mr. Kimmel served on the Board of Directors of the New York County Lawyers' Association and was chair of its Committee on Committees which oversaw approximately 50 committees and sections. He is a former member of the Medical Malpractice Committee of The New York City Bar. Mr. Kimmel is currently a member of the New York State Trial Lawyers Association, New York State Bar Association, The New York City Bar and New York County Lawyers Association. He currently serves as a member of the Advisory Council to the Nassau Suffolk Law Services Committee, Inc.

Mr. Kimmel graduated from the Wharton School, University of Pennsylvania with a B.S. degree and Brooklyn Law School, where he received the school's coveted American Jurisprudence Awards in Legal Writing and Appellate Advocacy. Active in Brooklyn Law School's Moot Court program, he was selected to the distinguished National Team. Mr. Kimmel is admitted to the Bar in New York, New Jersey, District of Columbia and the United States Federal Courts.

Connie D. Henriquez

Long Island Life Coach, Start Loving Life®

Start Loving Life® was founded by Long Island Life Coach Connie D. Henriquez, former beauty executive, who has worked for numerous top beauty brands including The Estee Lauder Companies, Bare Escentuals and Clarins in coaching and development. She became well known through her contributions in the beauty industry and pioneering her involvement in the personal development industry by creating her own personal lifestyle philosophy, Start Loving Life®. Connie’s personal lifestyle approach is inspired by her personal life experience and hard-core optimism on life.


Adam L.

very practical advice!

Donald H.

very informative

Beverly K.

Very informative for attorneys new to personal injury cases, and great refresher for more seasoned attorneys

Richard N.

Really great class

Erin B.



Good for young lawyers

Debra O.

Good personality made this enjoyable.

Richard M.

very helpful!!

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